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Equity Research Associate – Software and IT Services

BMO Equity Research
New York City, New York (US)
Base: USD $110,000-150,000
Closing date
Feb 3, 2023

Equity Research Associate – Software and IT Services
BMO Capital Markets is a leading, full-service North American-domiciled financial services provider offering equity and debt underwriting, corporate lending and project financing, merger and acquisitions advisory services, securitization, treasury management, market risk management, debt and equity research, and institutional sales and trading. BMO Capital Markets has approximately 2,700 professionals in 33 locations around the world. BMO in total has approximately 48,000 employees. 
The Equity Research department covers over 900 stocks across diverse sectors, and provides equity strategy, quantitative analysis and portfolio management services to our clients.  Within this, we are currently searching for an associate for our Internet & Media research team in our New York office. 

As an Equity Research Associate, the successful candidate will work closely with a senior analyst in support of providing insights and research on numerous companies across the software and IT services spectrum. The work environment involves collaboration, co-ordination and a shared knowledge with the analyst and rest of the team. The associate role requires excellent interpersonal skills and a collaborative/versatile team player. Tasks include but are not limited to:
-    Strategic examination of industry trends, specific company fundamentals and competitive analysis
-    Analysis of financial statements and company results 
-    Creation and maintenance of detailed financial models
-    Writing of research reports and comments
-    Communication of recommendations to internal and external clients
-    Participation in virtual and physical visits to industry events and management meetings

Ability to perform abstract reasoning is critical. Also, a combination of exceptional writing skills, finance or accounting demonstrated through relevant work and educational experience is required. Prior industry experience in the tech industry is not required but could be a benefit.  Candidates must have a clear and proven track record of achievement throughout their education and career. Other necessary attributes include:
-    Outstanding written and verbal communication skills
-    A positive attitude, intellectual curiosity, the ability to learn quickly and strong attention to detail
-    Superior work ethic, self-motivation and the ability to work independently
-    Ability to systematically manage a heavy work load and meet deadlines
-    Flexibility to work irregular or extended hours
-    Solid technology skills with robust knowledge of Excel, Word, PowerPoint, Bloomberg 

Candidates should have 2 - 3 years of relevant experience in the tech industry, investment banking and/or strategic consulting. MBA, CPA and/or CFA certification is preferred but not required. 

We thank all applicants for their interest; however, only those selected for an interview will be contacted.

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